SourcingSourcing

MARKET INVESTMENT GROUP, LLC

C25
CRD 334248·SEC 801-132106·WICHITA, KS
AUM
$416.4M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$10.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARKET INVESTMENT GROUP, LLC
CRD
334248
SEC file #
801-132106
EIN
921436031
DBA names
—

Economics

AUM
$416.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$126.1M → $416.4M▲ +230%
Client mix
Individuals Other1,752
Individuals High Net Worth62

Operations

Employees (total)
33
Advisory staff (per ADV)
19
Advisory staff (5-yr trend)
'25'26
19 advisors → 19 advisors▬ 0%
Primary office
WICHITA KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
retirementhelp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MAG HOLDINGS INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
MAG HOLDINGS INC.
GOOLSBY, MATTHEW, JAMES EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RETIREMENTHELP.COM
Rdap Domain Creation Date
1999-01-24T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001977118
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-05-11
Edgar Last Filing Date
2023-05-11
Edgar Form D Count
1
Edgar Form D Offerings
2023-05-112023-05-11 · 0001977118-23-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1565
Soi Zip Pct 200k Plus
0.0522
Soi Zip Returns 200k Plus
60
Soi Zip Total AGI
91,325
Fdic Zip Total Deposits
87,603,454,000
Fdic Zip Branch Count
363
Fdic Zip Top Banks
Bank of America, National Association
Intrust Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
5431 PRODUCTION DRIVEHUNTINGTON BEACH, CA 92649
Business
5431 PRODUCTION DRIVEHUNTINGTON BEACH, CA 92649
Edgar EIN
921436031
Edgar Recent Filings
D2023-05-11 · 0001977118-23-000001
Fdic Zip Branches Raw
Capitol Federal Savings and Loan AssociationWichita, KS
Metropolitan Federal Bank, FSBWichita, KS
Fdic Zip HHI
2201.74
Fdic Zip Top Bank Share Pct
38.57
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-24T05:00:00Z
Rdap Domain Last Changed
2026-01-25T12:03:20Z
Rdap Nameservers
Terry.ns.cloudflare.comUlla.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI3,856
Returns300
Stub 2
AGI12,442
Returns340
Stub 3
AGI14,015
Returns230
Soi Zip Total Business Income
4,463
Soi Zip Total Cap Gains
4,150
Soi Zip Total Dividends
2,388
Soi Zip Total Returns
1,150
Trust Company Affiliate
No

People (7)

7
GOOLSBY, MATTHEW, JAMES EDWARD
IAR · Executive Officer · 2.5%
7239299
Ramsey, Billy, Duane
Executive Officer · 2.5%
8030219
James Matthew Hiatt
IAR
8117637
LARRY D KLOEFKORN
IAR
6368472
Jonathon David McCoy
IAR
6642663
DOUGLAS C MILLER
IAR
7741204
Danny James Goolsby
IAR
6621467